| Issuer | % book | Since entry | Business | Tags |
|---|
| $VWO · VANGUARD FTSE EMERGING MARKETS ETF · FTSE EMR MKT ETF | 36.8% | +7% ≥Q2 '21 | VANGUARD FTSE EMERGING MARKETS ETF · FTSE EMR MKT ETF — exchange-traded fund, filed by 13F managers under class “FTSE EMR MKT ETF”, registrant “VANGUARD FTSE EMERGING MARKETS ETF”. | |
| $IEMG · ISHARES CORE MSCI EMERGING MARKETS ETF · CORE MSCI EMKT | 22.4% | +16% ≥Q2 '21 | ISHARES CORE MSCI EMERGING MARKETS ETF · CORE MSCI EMKT — exchange-traded fund, filed by 13F managers under class “CORE MSCI EMKT”, registrant “ISHARES CORE MSCI EMERGING MARKETS ETF”. | |
| $VEA · VANGUARD TAX-MANAGED FDS | 7.7% | +31% ≥Q2 '21 | | |
| $VBIL · VANGUARD INSTL INDEX FD | 6.6% | +0% Q1 '26 | | NASDAQ |
| $VGIT · VANGUARD SCOTTSDALE FDS · INTER TERM TREAS | 4.6% | +0% Q3 '23 | VANGUARD SCOTTSDALE FDS · INTER TERM TREAS — exchange-traded fund, filed by 13F managers under class “INTER TERM TREAS”, registrant “VANGUARD SCOTTSDALE FDS”. | NASDAQ |
| $ESGE · ISHARES ESG AWARE MSCI EM ETF · ESG AWR MSCI EM | 3.9% | +15% Q2 '21 | ISHARES ESG AWARE MSCI EM ETF · ESG AWR MSCI EM — exchange-traded fund, filed by 13F managers under class “ESG AWR MSCI EM”, registrant “ISHARES ESG AWARE MSCI EM ETF”. | NASDAQ |
| $VOO · Vanguard S&P 500 ETF | 3.6% | +48% Q1 '24 | Vanguard S&P 500 ETF | Bitget → |
| $BSV · VANGUARD BD INDEX FDS · SHORT TRM BOND | 2.5% | -7% ≥Q2 '21 | VANGUARD BD INDEX FDS · SHORT TRM BOND — exchange-traded fund, filed by 13F managers under class “SHORT TRM BOND”, registrant “VANGUARD BD INDEX FDS”. | |
| $VGSH · VANGUARD SHORT-TERM TREASURY ETF | 2.3% | -2% Q1 '26 | VANGUARD SHORT-TERM TREASURY ETF — exchange-traded fund, filed by 13F managers under class “SHORT TERM TREAS”, registrant “VANGUARD SHORT-TERM TREASURY ETF”. | NASDAQ |
| $VSS · VANGUARD INTL EQUITY INDEX F · FTSE SMCAP ETF | 1.8% | +32% Q1 '25 | VANGUARD INTL EQUITY INDEX F · FTSE SMCAP ETF — exchange-traded fund, filed by 13F managers under class “FTSE SMCAP ETF”, registrant “VANGUARD INTL EQUITY INDEX F”. | |